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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,510 | $138,114-37.4% | $125,391-31.0% | $134,545-35.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.82% | 750.88%-770.7pp | 572.41%-592.2pp | 418.37%-438.2pp |
| Employer contribution / active EE | $9,044 | $5,246+72.4% | $4,816+87.8% | $4,742+90.7% |
| Participant deferral / active EE | $9,044 | $7,801+15.9% | $7,448+21.4% | $6,401+41.3% |
| Admin fee / account holder | $2,792 | $11,570-75.9% | $10,009-72.1% | $11,431-75.6% |